Maximizing Legal Technology for the Legal Professional – Pt. 3

Advanced Discovery finalizes our blog series on maximizing legal technology for the legal professional by making sure that you are prepared, in your day to day workflow environment, for the ever increasing technology duties that now fall on you as the legal professional. These tips and tricks will make you more efficient, more precise, and at the end of the day, empowered to do the best job!

Keep your Electronic Assistants Running.

Now that you have all these wonderful systems and devices, make sure to invest in backup batteries and chargers for your devices, one for your home and one for your office. These can often be purchased online for less than from the original manufacturer. Having a universal car charger for your devices is added protection that will pay back its cost the one time you are headed to court without having grabbed your backup battery.

Not ready for The Cloud?

Interwoven’s FileSite application can be hosted on internal servers for document management, providing the ability to save files from any application, such as Adobe and files from the firm’s billing program, directly to SharePoint from the native applications and Outlook integration that provides the ability to drag-and-drop email directly from Outlook to SharePoint while automatically capturing email properties as metadata.

Make Outlook and Microsoft Office work harder! Email management is essential for increasing productivity and keeping a proper “paper” trail. Set Rules to automatically copy your litigation team, paralegal, legal secretary, etc. on case-related email (both incoming and outgoing) and to filter email to folders automatically.

Use Journal Entries, Categories and Tasks to organize matter timelines, find and track versions of your Microsoft Office documents and to keep track of your time for billing. Journal records the dates and times of your interactions with Contacts, tracking hours spent on a particular matter. If you create a list of items related to a Contact, use Activities to track and link items to that Contact.

Journal entries can also be set to record certain actions when they occur; creating a timeline for certain activities, such as when a Word document is created, that updates each time a changes occurs. Journal entries then can be organized on the timeline into groups, such as e-mail, meetings and phone calls, to quickly organize information chronologically.

The flow of paper is ebbing.

Law offices have historically been paper storage warehouses, requiring the employment of personnel whose only position was managing and tracking  the firm-wide flow of paper.  Although paper is still a “necessary evil” in the legal profession, many firms are converting paper documents to digital files for storage. Many jurisdictions allow pleading filings to be filed online, although many of these still require a hard copy be mailed as well. As the industry moves from file rooms to server rooms, the information still needs to be managed and tracked. These kinds of solutions will be discussed in future postings, as there are very many solutions available and all with heavier price tags than the technology discussed in this post.

New Technologies require an expansion of the attorney’s role into what was formerly “IT’s job.”

The growth of the legal technology industry not only positively impacts the quality of work and efficiencies that can be offered to clients, it also offers more challenges to those who must decide where at issue electronically stored information (ESI) exists in their cases. Judges are increasingly holding counsel singularly responsible for their choice of platforms and location of data that is responsive to other parties’ discovery requests. Whether you are  general counsel or a litigation attorney, the need to gather and control valuable information to manage your cases is  crucial.

Advanced Discovery is dedicated to educating its clients on the use of certain technology in litigation. Although we do not offer or support the technology discussed in this informational post, we can help you develop effective processes to request, identify, collect, cull, process, review and produce the data that is essential to your case. With years of experience in e-discovery and defensible data management techniques, we can collaboratively develop a project management system that suits your needs.

To find out more about Advanced Discovery, please click here. To read more about e-discovery, technology and the legal profession or information management, please click here.

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